Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fidelity Fidelity 500 Index Fd n/a in their Schedule of Assets, totaling $6.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUPERIOR ELECTRIC GREAT LAKES COMPANY SUPERIOR ELECTRIC GREAT LAKES 401(K) PLAN | TROY MI | 169 | $30.1M | $3.8M |
| 2 | ICAFE, INC ICAFE, INC 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 138 | $13.7M | $1.6M |
| 3 | SOKAL MEDIA GROUP, INC. SOKAL MEDIA GROUP, INC. 401(K) PLAN |
HUNTERSVILLE NC |
| 178 |
| $5.6M |
| $1.3M |
